Jim Simons
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Jim Simons’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Jim Simons’s Portfolio BHRB Stock Details BHRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51M Buy
+20,965
New +$1.36M ﹤0.01% 2120
2024
Q3 		– Sell
-55,460
Closed -$2.83M – 3534
2024
Q2 		$2.83M Buy
+55,460
New +$2.83M ﹤0.01% 1655

Other funds holding BHRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Hutchinson Capital Management San Rafael, California $584M AUM 12.69% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jim Simons's BHRB Position: Q2 2026 in Review

Jim Simons opened a new position in Burke & Herbert Financial Services Corp (BHRB) in Q2 2026: 20,965 shares worth $1.51M. The stake represents ﹤0.01% of the portfolio and ranks #2120 among its holdings. This is a return to the name: Jim Simons previously reported a position in BHRB as recently as Q2 2024.

Jim Simons first reported a position in BHRB in Q2 2024 and has held it in 2 quarters since. The position peaked at $2.83M in Q2 2024. 146 funds tracked by Wall St. Rank hold BHRB as of Q2 2026.

  • Jim Simons held 20,965 shares of Burke & Herbert Financial Services Corp worth $1.51M as of Q2 2026.
  • Burke & Herbert Financial Services Corp was a new Jim Simons position in Q2 2026.
  • Burke & Herbert Financial Services Corp made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2120 holding.
  • Jim Simons first reported a position in Burke & Herbert Financial Services Corp in Q2 2024 and has held it in 2 quarters since.
  • Jim Simons's Burke & Herbert Financial Services Corp position peaked at $2.83M in Q2 2024.
  • 146 funds tracked by Wall St. Rank held Burke & Herbert Financial Services Corp as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.